Contract List General Tab

Use the General tab to select report options for the Contract List report and to save sets of options for reuse.

Contents

Field	Description
Report Name	You can change the default report name.
Create Activity	To create activities in the Calendar/Activities application when you generate the report, select this check box. When you generate the report, GovWin Capture Management displays the Activity dialog box so you can enter the activity information. GovWin Capture Management then creates an activity for each contract included on the report.
Grid Type	In addition to columns directly related to contract records, you can include columns containing associated data. Use Grid Type to select the set of associated columns you want to include. For example, if you select Contacts, you can include columns for contacts associated with each contract. The available sorting and grouping criteria vary based on your entry in Grid Type. For example, contact-related criteria are available if you select Contacts, while opportunity-related criteria are available if you select Opportunities.
Print Final Totals	Select this check box to display totals for amount columns for the report as a whole.
Summarize Contract Detail	Select this option to display summary-level data and hide the contract detail.
Customer Hierarchy Lookup	If you are using customer hierarchies and you want to generate the report for a customer hierarchy, select a customer in that hierarchy. The report includes the entire hierarchy of which the selected customer is a part. Example: If you select Navy, the report includes Navy and the entire hierarchy associated with Navy. That is, it includes both parent records and child records. If Department of Defense is the parent of Navy, and Navy is the parent of NAVSEA, the following are true: If you select Department of Defense in Customer Hierarchy Lookup, the report includes detail for all customers associated with Department of Defense, Navy, and NAVSEA. If you select Navy in the Lookup, the report displays a header but no detail for Department of Defense and includes complete detail for Navy and NAVSEA. You cannot select NAVSEA, because it is not the parent of another customer.